Assistant Relationship Manager, Private Banking - Germany & Austria

About the job

The Assistant Relationship Manager (ARM) in Private Banking supports one or more Relationship Managers (RM) or Team Heads (TH) with day-to-day operations, administration, client care, and relationship management.

Tasks

The Assistant Relationship Manager is responsible for the following tasks:

• Assists the RM/TH with client interactions and all related tasks
• Customized client requests (reporting, statistics, mailings, etc.)
• Manages the RM/TH's calendar, prepares for client meetings, organizes business trips, and handles follow-up on client calls, meetings, or trips
• Creates presentations, assists with the preparation of investment proposals, and supports marketing activities
• Ensures coverage during your own absences

Business tasks

The Assistant Relationship Manager is responsible for the following business tasks:

• Regularly gather information relevant to your work
• Organizes work efficiently and in compliance with regulations, and ensures that the supervisor is informed in a timely manner
• Conducts inspections, plans ahead, and documents their work
• Supports the RM/TH in implementing projects and initiatives
• Provides professional suggestions for improvements based on experience, past incidents, or observations
• Manages the expense reimbursement process for the RM/TH

Risk management and controls

The Assistant Relationship Manager is responsible for the following tasks in risk management and internal controls:

• Actively supports risk management (first line of defense), e.g., in client documentation, by identifying concerns, tracking issues, and escalating uncertainties
• Ensures adherence to local regulations and compliance with internal policies and standards
• Ensures that outstanding issues and escalated defects are resolved in a timely manner
• Ensures appropriate ethical and compliant conduct within his or her area of responsibility
• Ensures that client interactions and client orders are documented accurately, meaningfully, and clearly in the appropriate tools

Requirements

The Assistant Relationship Manager should meet the following requirements:

• Friendly, enthusiastic, and motivated, with a high degree of initiative
• Highly service-oriented and passionate about client support
• Always friendly, knowledgeable, and professional in communication
• Open, approachable, and genuinely interested in people and process improvements
• Systematic, precise, and meticulous in their work, with the ability to work under pressure
• Personal integrity and ethical behavior

Professional skills

The Assistant Relationship Manager should possess the following professional skills:

• A good understanding of the geographic market, e.g., familiarity with the legal and regulatory environment, as well as cultural sensitivity
• A good understanding of relevant products and services in private banking
• Basic knowledge of global financial markets and current industry trends

Training and experience

The Assistant